Manifolding checkbook



May 11, 1954 J. c. SHEPHERD 2,678,223

MANIFOLDING CHECKBOOK Filed Oct. 15, 1951 2 Sheets-Sheet 1 INVENTUR.JAMES C. SHEPHERD E g g4 fl 4 3/ TOTAL 0000000 Riuix iumflmss CRDCERIESREPAIRS run,

LAUNDRY CLOTHING FURNITURE EDUCATION K RECREATI'IN DEC.

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LAUNDRY CLOTHING EDUCATION OOOOOOOO O O 0 000 y 1954 J. c. SHEPHERD2,678,223

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A roemsya Patented May 11, 1954 MANIFOLDIN G CHECKBOOK James 0.Shepherd, Longview, Wash, assignor, by direct and mesne assignments, toUniversal Business Forms, Inc., a corporation of Oregon ApplicationOctober 15, 1951, Serial No. 251,319

4 Claims.

This invention relates to a manifolding set and more particularly to animproved check and voucher arrangement.

It is an object of this invention to provide a new and convenient checkand voucher arrangement.

It is a further object of this invention to provide means for obtaininga record of the essential data upon the making of a check.

It is a further object of this invention to provide check vouchersreadily adapted for accounting of expenditures made by check.

It is a still further object of this invention to provide a unitarycheck and voucher easily and simply made.

Other objects and advantages of the present invention will be apparentfrom the following description. In accordance with the illustratedembodiments, the present invention consists of a check provided with avoucher to receive in duplicate the payee, date and amount of check. Thecheck is of the usual rectangular form and the designated areas for theabove-mentioned data are included within approximately the upperlongitudinal half of the check. This data is transferred to the voucherby means of a transfer sheet having a pressure-sensitive transfersurface thereon interposed between the check and the voucher. Incooperation with the space for receiving the amount of the check,indicia and space are provided on the voucher for computing the balanceof the account upon which the check is drawn. In the lower longitudinalhalf of the voucher a record column is imprinted extendinglongitudinally of the voucher. A list of items including the most likelyitems for which expenditures are made is imprinted in the column withspace adjacent each item for distributing the expenditure made by acheck to the proper account or accounts. The side edge of the voucherlying at the top of the record column has a series of perforationsadapting the voucher for use with the peg book which forms the subjectof applicants copending application, Serial No. 248,235, filed September25, 1951, now U. S. Patent No. 2,635,608, issued April 21, 1953.

This peg book is provided with a long, straight row of pegs spaced atthe same intervals as the perforations in the side edge of the voucher.At the end of each month or other selected accounting period thevouchers accumulated in that period are shingled on this row of pegswith only the figures in the record column exposed. The horizontal rowsof figures are then totaled and entry is made in a summary sheet placedon the peg book below the vouchers. A check, its voucher and itstransfer sheet are made up from a single sheet of paper by suitablypreparing selected portions of a sheet to conform to one of the desireditems and folding the sheet so that the check portion lies superposedthe voucher portion of the sheet with the portion forming the transfersheet lying between them. Lines of separation are provided through thesheet so that the portions may be separated from one another. Forconvenience in handling, a number of the folded sheets can be boundtogether to form a checkbook.

In the drawings, Fig. 1 is an end elevation of the check and voucherarrangement of the present invention; Fig. 2 is a View in perspective ofa checkbook with the check and vouchers of the present inventionassembled therein, the uppermost unit of which is opened up to show apreferred arrangement of this invention; Fig. 3 is a plan View of thevoucher of this invention; Fig. 4 is a plan view of a number of vouchersof this invention arranged for the accounting of expenditures recordedon the vouchers; Fig. 5 is a view in perspective of a modified form ofthe present invention; Fig. 6 is a perspective view of an adaptation ofthe check and voucher illustrated in Fig. 1 partly opened to show thearrangement of various parts; and Fig. 7 is a plan view of a detail ofFig. 6.

Referring now to the drawings, there is pictured in Fig. 1 a voucher l Iwhich has superposed thereon a check 10 with a transfer sheet i2interposed between the check and the voucher. Check it is provided withthe usual indicia thereon as shown in Fig. 2. For the purposes of thepresent invention it is preferable that the designated space for thedate, the payee and the numerical figures of the amount of the check belocated on the upper longitudinal portion of the check as shown in Fig.2.

The voucher ll pictured in Fig. 3 has desig nated space thereon forreceiving an impression of the date, the payee of the check and thenumerical figures of the amount. These areas are located on the voucherso that they will be in register with the pertinent areas of thesuperposed'check. Additional indicia is provided on the voucher forcomputing the balance of the account, there being provided space for thebalance brought forward from the preceding check, deposits, andsummarizing space in cooperation with the area which will contain animpression of the numerical amount of the check. In the lower portion ofthevoucher there is imprinted thereon a record column l3 having oneportion thereof devoted to a list I4 of items for which expenditures aremost frequently made, and a further portion of the column is providedwith spaces l5 for recording therein the amount of the check against theitem for which the expenditure is made. A few blank spaces 16 areprovided in the column for writing in expenditures for unusual items notincluded in the imprinted list. The side edge of the voucher ii whichlies at the top of the record column i3 is provided with a series ofperforations H, the purpose for which will be more fully explainedsubsequently.

To obtain an impression of the payee, date and the numerical amount ofthe check on the voucher, the transfer sheet [2 is provided with apressure-sensitive transfer medium it such as a carbonized layer or thelike on the surface of the transfer sheet which will lie adjacent thevoucher. The transfer medium 18 is distributed over sheet l2 so that itwill lie under only the pertinent portion of the check wherebyincidental data such as the written amount of the check and themakerwill not be impressed upon the voucher, such information not beingnecessary for most record-keeping purposes and especially for the endsof this invention.

The arrangement of the various portions allow for convenient preparationfrom a single sheet of paper of the check, voucher and transfer sheet bypreparing suitable portions thereof in a required manner and folding thesheet as shown in Figs. 1 and 2, that is, along line It dividing the,check and voucher and along line 20 dividing the check and transfersheet. To facilitate separation of the various portions from oneanother, a line of severance 2| is provided along fold line I9 and aline of severance 221s provided along fold line 20. The individualsheets are conveniently prepared for binding a plurality in a check bookform depicted in Fig. 2 by leaving abase portion 23 extending fromvoucher II and securing a plurality of sheets together with rings 24through the base portion 23. A

line of severance 25 is provided through the sheet along a lineseparating the base portion of the voucher so that the voucher may bedetached from the bound base portion. I

The check of this invention is made out in the usual manner and asindicated above an impression is obtained on the voucher of the payee,the date and the amount of the check. After making out the check, thetransfer portion I2 is detached from the check Ill and the checkdetached from the voucher ll, allowing the check to be distributed inthe usual form. The amount of the check appearing on the face of thevoucher can then be distributed to the items in record column l3 forwhich the expenditure made by the check should be attributed. Afterdistribution of the expenditures and detaching it from the base, thevoucheris adapted to be assembled with a number of other vouchersrepresenting various expenditures for ready accounting. This feature isbest illustrated in Fig. 4.

In Fig. 4, numeral 2'! designates a leaf of an accounting peg book whichforms the subject matter of my copending application, supra. Leaf 21 isprovided with a number of upstanding pegs 28 along the top edge vthereofwith a summary sheet 29 leaved upon pegs 28 in the manner shown. Sheet29 contains monthly summary columns such as 30 and 3 I for each month ofthe year, a total summary column for the year (not shown), and a list ofitems 32 corresponding to list H: on voucher I l. Each month thevouchers for the checks written that month are shingled in the mannershown, that is, with the first laid down immediately to the left of themonthly column to be filled in and each succeeding voucher leaved uponthe next with only the amount figures in column l5 of each vouchershowing. The expenditures for each month can then be totaled by addingthe horizontal item columns and recording in the monthly column thetotal expended that month for the particular item.

Fig. 5 illustrates another embodiment of the present invention. Thecheck book illustrated therein is made up of a plurality of sheets boundwith staples 41. Each of the individual sheets includes a top transfersection 52, a central voucher section 43 and a bottom check section 44.As is shown, the sheet is folded along a line 46 parallel to the topedge so that the transfer section 42 lies superposed of a portion of thevoucher 43. The staples 4| pass through the folded sheet in closeproximity to the fold line 46. A line of severance 4! is providedthrough the sheet so that the top section may be detached from the boundportion of the sheet and a line of severance 48 is provided so thatvoucher :33 may be separated from the bound portion. The sheet isfurther folded along line it whereby the check section 44 liessuperposed of the voucher 43 with the transfer section 42 interleavedbetween the check and the voucher with a line of severance 59 providedthrough the sheet along the fold line 49 whereby the check may bedetached from the voucher. As illustrated, suitable indicia is providedon the face of the check.

The voucher 43 is imprinted in the manner of the voucher ll illustratedin Fig. 3. To secure an impression of the payee, date and amount of thecheck on the voucher, the transfer section Q2 is provided with apressure-sensitive transfer medium 5| such as a carboned surface or thelike on the surface which lies adjacent to the voucher over the portionunderlying the pertinent parts of check 44. The manner of using thisform of the invention is substantially the same as previously explained;and, of course, the voucher is preferably supplied with a perforatedside edge so that it may be utilized with the peg book of copendingapplication, supra.

In another modification of the present invention the record column maybe imprinted on the reverse side of the voucher and the entire face ofthe voucher devoted to receiving a duplicate of the check. Also, indiciamay be provided on the reverse side of the voucher for noting cashreceipts and expenditures.

In Fig. 6 is illustratedthe manifolding check and voucher of thisinvention in a form adapted for business uses. For convenience andclarity the assembly is shown in a partially unfolded condition. Asshown therein a rectangular paper sheet 60 is provided with a line "ofseverance 6t extending across the sheet parallel to one side edgethereof and dividing the sheet into major and minor portions. The sheetisfurther divided into a duplicate section 62,'an original section 63and a transfer section 64, each extending across the sheet normal to theline of severance El. As shown, the individual sections are so locatedand the sheet folded whereby. the original section 53 liespsuperposedthe duplicate section 62 with the transfer section 64 interleafedbetween the original and duplicate sections.

The major portion ofthe original section is provided with check indicia,preferably with the designated space for the date, the payee; and thenumerical figures of the amount located within the upper longitudinalportion of the check, as shown in Fig. 6. The minor portion H of theoriginal section is imprinted as a payroll tab with appropriate indiciafor indicating such items as withholding tax, social security, and otherdeductions, and such other indicia as is.deemed appropriate for theparticular enterprise for which payment is being made.

The arrangement of the duplicate section 52 is best shown in Fig. 7. Asshown therein, the major portion 15 of the duplicate section is arrangedas a voucher ll illustrated in Fig. 3. The upper longitudinal portion ofmajor portion 15 is provided with designated space in registry with thecorresponding spaces of the check for receiving an impression of thedate, the payee of the check, and the numerical figures of the amount.Additional indicia is also provided for computing the balance of theaccount, there being provided space for the balance brought forward fromthe preceding voucher, deposits, and summarizing space incorporated withthe area which will contain an impression of the numerical amount of thecheck. In the lower portion of the voucher there is imprinted a recordcolumn l6 having one section thereof devoted to a list of items 71, forwhich expenditures are most frequently made, and a further section ofthe col umn provided with spaces 18 for recording there in the amount ofthe check against the item for which the expenditure is made. The sideedge of the voucher 15 which lies at the top of the record column 16 isprovided with a series of perforations 19 whereby the voucher is adaptedfor shingling with other vouchers in the manner described above.

The minor portion 82 of the duplicate section 62 is imprinted as asubstantial duplicate of original payroll tab 1|, the correspondingindicia and areas being in registry with one another.

The transfer section 64 is provided with a pressure-sensitive transfermedium 85 on the surface of the transfer section which will lie adjacentthe duplicate section. The transfer medium 85 is preferably distributedover the transfer section 64 so that it will lie under only thepertinent portions of the check and original payroll tab, thusincidental data not necessary for the record keeping purposes will notbe impressed upon the voucher or the duplicate payroll tab.

The adaptation illustrated may be easily prepared from a single sheet ofpaper by imprinting suitable portions of the sheet and folding it asillustrated in Fig. 6; that is, along line 88 dividing the original andtransfer sections and along line 89 dividing the original and duplicatesections. To facilitate separation of these sections from one another, aline of severance is preferably provided through the sheet along each ofthe fold lines 88 and. 89. By providing duplicate section 62 withprojecting tabs 90 having perforations 9!, the sheets are adapted forsecuring a number together with rings or other binding means passedthrough the perforations 9 I. Preferably the sheet is provided with aline of severance 92 between the duplicate section and the projectingtab 90 to facilitate separation of the duplicate section from thebinding.

In the particular form of the invention just described above it isintended that the entire original section 63, that is, the check and theoriginal payroll tab, be given to the employe; the duplicate section isto be retained by the maker of the check. The voucher 15 may be used inthe manner previously alluded to, while the detachable payroll tab maybe conveniently assembled with other tabs, as by pasting on a sheet, tokeep a separate payroll record as is frequently desired.

In using the check book, it is advantageous to start with the checklowermost in the book. In this manner an impression is not formed uponthe lower voucher, inasmuch as upon making of each check the carbon isdespensed with. This system possesses a number of advantages whichshould be readily apparent. As can be seen, there is no portion of thefigures indicating the makers account condition exposed to view while hemakes out his check, inasmuch as the check covers the face of thevoucher whereon are recorded any figures of deposits and balance, andthe maker of the check may keep these matters confidential, with no fearof exposure. However, such figures are readily available to him from thenext lower preceding voucher when he needs them.

An important advantage of this invention is that the maker of a checkcannot through haste or negligence fail to record the amount and payeeof a check, since it is automatically recorded as he makes the check.Furthermore, this record-- ing is accomplished in a neat, convenientmanner and each check and voucher appears prepared for use, with noprior assembling necessary upon the part of the check maker. The vouchersystem also makes a convenient accessory for an accounting ofexpenditures and is suflicient for most individuals for summarizing forincome tax purposes and the like.

As is apparent, the system also provides for an accurate system ofrecording expenditures, since an impression of the actual check isobtained and no errors can arise from transposition of figures inrecording the amount for which a check was made.

While a preferred and specific form of the invention has been describedalong with various modifications, other modifications of this inven tionwill be readily apparent and the invention is intended to be limitedonly by the scope of the appended claims and the prior art.

I claim:

1. A combined check and voucher unit formed from a single sheet of paperand comprising a rectangular check portion having an upper and a loweredge extending transversely of said sheet at right angles to oppositeside edges thereof, said check portion having indicia and spaces withinthe upper half thereof for writing thereon the date, payee and amount ofthe check, and space within the lower half thereof for the makerssignature, a rectangular voucher portion having an upper and a loweredge, said check and voucher portions being of substantially the samesize, said voucher portion being normally positioned beneath said checkportion with said upper edges and said lower edges in register, saidcheck and voucher portion being detachably secured together along saidlower edges, said voucher portion having blank spaces in register withsaid check portion date, payee and amount spaces, a lined record columnimprinted within the lower half of said voucher portion, a series ofperforations adjacent a side edge of said voucher portion whereby thevoucher portion when detached from said check portion may be shingledwith other like vouchers upon an accounting board, said sheet comprisinga transfer portion detachably secured to said check portion upper edge,said transfer portion extending from said check portion by a distancesubstantially equal to one half the distance between said check portionupper and lower. edges and being normally interleaved between said checkand voucher portions whereby said transfer portion underlies only theupper half of said check portion, said transfer portion having apressure sensitive transfer medium upon the surface thereof lying nextadjacent said voucher. portion for duplicating thereon the date, payeeand amount of the check.

2. A combined check and voucher unit formed from a single sheet of paperand comprising a rectangular check portion having an upper. and a loweredge extending transversely of said sheet at right angles to oppositeside edges thereof,

said check portion having indicia and spaces A within the upper halfthereof for writing thereon the date, payee and amount of the check, andspace within the lower half thereof for the makers signature, arectangular voucher portion having an upper and a lower edg Said checkand voucher portions being of substantially the same size,-said voucherportion being normally positioned beneath said check portion with saidupper edges and said lower edges in register, said check and voucherportion being detachably secured together along said lower edges, saidvoucher portion having blank spaces in register with said check portiondate, payee and amount spaces, said sheet comprising a binding portionextending from the upper edge of said voucher portion and adapted forbinding together a plurality of said units, said sheet comprising atransfer portion detachably secured to said check portion upper edge,said transfer portion extending from said check por tion by a distancesubstantially equal to one half the distance between said check portionupper and lower edges and being normally interleaved between said checkand voucher portions whereby said transfer portion underlies only theupper half of said check portion, said transfer portion having apressure sensitive transfer medium upon the surface thereof lying nextadjacent said voucher portion fonduplicating thereon the date, payee andamount of the check.

3. A combination check and voucher unit comprising a rectangular sheetprovided ,with an upper and a lower tear line, said tear lines extendingparallel with each other and with 1 the opposite end edges of said sheetand across the entire width thereof, the portion of said sheet betweensaid tear lines defining a blank check portion and being provided withdate, payee and amount lines adjacent to and parallei with'said uppertear line and a signature line adjacent. to and parallel with said lowertear. line, a second portion of said sheet below said :lower tear linenormally folded back under saidch'eck portion, said second portiondefining a voucher portion and being provided with blank spaces facingthe reverse side of said check in the folded condition thereof inregister withthe spaces delineated by said date, payee and amount linesof said check portion, a third portion ofv said sheet immediately abovesaid upper tear line being provided with a transfer coating on the samesurface of said sheet as said check form and being normally folded aboutsaid upper tear line and extending between said check and voucherportions, the distance between said upper tear line and the adjacentupper edge of said third portion being not substantially greater thanthe distance between said upper tear line and said payee and amountlines, whereby inuse said third portion will transfer the date, payeeand amount as written on said check portion onto said voucher portion,but not the signature.

4. A combined check and voucher unit comprising an elongated rectangularvoucher portion and an identically sized check portion superposed onsaid voucher portion in register therewith, said check and voucherportions being detachably secured together along one pair of theadjacent longitudinal edges thereof, indicia on said check portionwithin the longitudinal half thereof spaced most remotely from the saidlongitudinal edge thereof for record ing thereon the date, payee andamount of the cheek, indicia on said voucher portion corresponding toand in register with said .check portion indicia, the other longitudinalhalf of said check portion having a space thereon for the signature ofthe maker, and a transfer sheet interleaved between said check andvoucher portions and positioned only beneath said first mentionedlongitudinal half of saidcheck portion, said transfer sheet having apressure sensitive transfer medium upon the surface thereof lying nextadjacent said voucher portion whereby the date, payee and amount of thecheck will be duplicated upon said Voucher portion.

References Cited in the file of this patent UNITED STATES PATENTS NumberName Date 1,385,321 Fry July 19, 1921 1,750,189 Palmer Mar. 11, 19301,980,319 Caton Nov. 13, 1934 2,220,768 Close Nov. 5, 1940 2,486,726Allender Nov. 1, 1949 2,536,371 Hutchinson Jan; 2, 1951 2,576,490Trumbull 1 -1 Nov. 27, 1951

